All Forum Posts by: Neal Bawa

Interested in doing a 1031 exchange into one of Grocapitus Projects – but not really sure what that means? Join us online as our guest presenter (and our lawyer for Coyote Creek Apts Project) Dugan Kelley of Kelley Clarke, PLLC, explains how to do a 1031 Exchange into a Multifamily Syndication.

Watch as he explains in depth what a TIC structure is and how it relates to the LLC structure of a syndication.

And there will be plenty of time to have your questions answered at the end!

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WEDNESDAY, JULY 10th @6 PM PST

CLICK HERE TO REGISTER

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During This Live Webinar, You Will Learn

- What is the PURPOSE of a 1031 Exchange?

- What is TIC?

- What happens to my 1031 at Refinance or Sale?

- As part of a TIC – Am I a Passive or Active Investor in the Syndication?

- What if I have to bring in additional Debt to meet my full 1031 obligation?

ABOUT OUR PRESENTER:

DUGAN KELLEY

CO-FOUNDER

KELLEY CLARKE, PLLC

Dugan P. Kelley is the co-founder of the law firm Kelley Clarke, PLLC and chair’s the firm’s real estate practice group. With offices in California and Texas, Kelley Clarke has a national footprint and currently represents clients throughout the United States. Mr. Kelley assists clients in all phases of multi-family, commercial, and residential acquisitions or sales. Mr. Kelley’s real estate expertise includes transactional services for his clients ranging from from commercial loan closings, real estate private equity capital raises, joint venture agreements, commercial leasing, business acquisitions, and general commercial real estate services for multi-family syndicators, investors, and developers. He has structured deals in excess of $1 billion. He is a passive investor as well as owner in a number of asset classifications in the real estate space. He also previously sold real estate as a licensed realtor. Mr. Kelley has represented real-estate clients in loan workouts or uniquely structured transactions. Mr. Kelley is a frequent lecturer, speaker, and author of a best selling book Purpose, Passion & Profit. He currently represents a number of companies and family businesses in providing advice and counsel in the capacity as outside general counsel.

In addition, for several years, Mr. Kelley was an adjunct law professor teaching fundamental legal skills, legal research and writing, and moot court to law students in the Orange County area. From 2008 through 2016, Mr. Kelley has been selected as a “Super Lawyer Rising Star,” with only 2.5% of attorneys recognized as the best attorneys in the country. Mr. Kelley routinely acts as a mediator for other attorneys or as settlement counsel for complex litigation matters that require a unique solution. 

UNCOVER ATLANTA ECONOMY
An eye-opening, discussion about Atlanta’s Economy – supply, demand, rent, and investment trends, as well as the outlook for Atlanta multifamily.

BURNING QUESTIONS
Our special guest presenter will answer some of your most burning questions about the Atlanta Market Trends

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TUESDAY, JULY 9th
6 PM Pacific | 9 PM Eastern
CLICK HERE TO REGISTER
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WHAT YOU’LL LEARN
- An in depth discussion about Atlanta’s economy and investment trends
- Will recent job growth continue?
- How can we keep up recent B & C class rent growth?
- Has sales pricing peaked? And are we overbuilding?

ABOUT OUR PRESENTER

DAVID KAHN
MANAGING ANALYST, COSTAR GROUP
David Kahn is a Managing Analyst for CoStar Group, concentrating on the Atlanta metro and the Southern United States. David serves as the resident expert on the South, having covered its regional economic and real estate trends for more than 5 years. He presents on market conditions to lenders, developers, brokers and owners, and is a frequent speaker at industry events hosted by Bisnow, ULI, CCIM, ICSC and various Economic Development Corporations. David is a graduate from Johns Hopkins University.

Do you want to learn more about ways to deferred taxes or eliminated capital gains for long term (10 years) investments? Join us and learn more about Opportunity Zone Projects.

Opportunity Zones are set geographic areas within each state identified by Governors as economically distressed based on census data. Discover more alternatives to keep growing your wealth.

Join our presenter Anna Myers, Vice President of Grocapitus Investments, for an eye-opening, research driven look at one of the best tax deductions for real estate investors ever. This tremendous new tax incentive is paving the way for gigantic profits for savvy investors. If you are facing capital gains of any kind (stocks, business sale, or real estate) we’ll show you how this new tax law can help you defer, and in some cases completely erase, federal taxes… legally.

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What: Opportunity Zones and More...

When: Wednesday June 26, 2019 - 6:30 - 9:00 PM

Where: 608 Mateo St, Los Angeles, CA 90021

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WHAT YOU'LL LEARN

- The in's and out's of this relatively obscure tax incentive hidden in the tax reform package, and the recent change that is causing it to take off.
- How you can legally pay absolutely ZERO federal capital gains taxes when you take advantage of this huge tax incentive designed to encourage investment in specific communities.
- Best strategies for unlocking maximum tax savings for real estate investors and apartment syndicators.
- How you can sell highly appreciated properties in high price areas, and exchange them tax-deferred for high-income properties.

Meet our Presenter:

Anna Myers: Serves as Vice President at Grocapitus, a commercial real estate investment company in the San Francisco Bay Area. Anna is a modern entrepreneur who applies her 20+ years of experience in technology and business to the finding, analyzing and acquiring of Commercial properties in key markets across the U.S. Together with her business partner Neal Bawa, they approach real estate as data scientists to create compelling profits for 400+ investors.

As the lead underwriter for the company, Anna also teaches deal analysis for Multifamily both monthly via webinars as well as quarterly in Multifamily Boot Camps.
• •
Anna has participated in raising 12 Million dollars for Multifamily Acquisitions in the last 9 months, resulting in over 750+ units purchased. They are on track to close another 750 in the next 9 months and are taking full advantage of Opportunity Zones.

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What: Opportunity Zones and More...

When: Wednesday June 26, 2019 - 6:30 - 9:00 PM

Where: 608 Mateo St, Los Angeles, CA 90021

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Remember to bring a girlfriend.

Parking: There are available parking in the building. If the lot gets full, there is available parking in the streets.

Cost: $20.00

Cost: This one is free to members! Also, learn more about how you can get free monthly passes to our events, invites to special events, perks, discounts and other benefits when you become a WREN member. Find more information by clicking here. (http://wreninspires.com/)

We will have libations and sweets at the event.

Don't miss this unique event! RSVP today!

Thank you to our National Sponsors
Karen Moore: Trilion Capital Group (Hard Money Lender)
Jennie Steed: Paradigm Life (Wealth Building and Management)
Caeli Ridge: Ridge Lending Group (Conventional Lender)

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The Women’s Real Estate Network (WREN) is part of an unstoppable force of women real estate business thinkers. We create an environment where women in real estate thrive and excel! We attract amazing female real estate professionals, flippers, lenders, syndicators, developers and more who want to empower and collaborate with other women and learn from each other.

“Opportunity Zones could be the single biggest tax break in decades” - Accounting Today

One of the hottest “opportunities” in the real estate investing arena today is the new Opportunity Zones tax advantage, yet very few know how to use OZ’s. OCWREN is so grateful to have found our members that one in a million women, Anna Myers, who knows all about how to find and use this incentive. She has graciously agreed to fly down from the Bay Area to teach us all about how she is using opportunity zones and how you can too!

Join our presenter Anna Myers, Vice President of Grocapitus Investments, for an eye-opening, research driven look at one of the best tax deductions for real estate investors ever. This tremendous new tax incentive is paving the way for gigantic profits for savvy investors. If you are facing capital gains of any kind (stocks, business sale, or real estate) we’ll show you how this new tax law can help you defer, and in some cases completely erase, federal taxes… legally.

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Tuesday, June 25, 2019

2355 Main Street Suite 130 Irvine, CA

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WHAT IT IS
An eye-opening, research driven look at one of the best tax deductions for real estate investors ever. This tremendous new tax incentive is paving the way for gigantic profits for savvy investors.

HOW INVESTORS BENEFIT
If you are facing capital gains of any kind (stocks, business sale, or real estate) we'll show you how this new tax law can help you defer, and in some cases completely erase, federal taxes... legally.

WHAT AREAS QUALIFY
The size of the opportunity zones is absolutely enormous. In fact, we are already investing in some of the designated areas because they are attrative even without the huge tax incentives.

WHAT YOU'LL LEARN

- The in's and out's of this relatively obscure tax incentive hidden in the tax reform package, and the recent change that is causing it to take off.
- How you can legally pay absolutely ZERO federal capital gains taxes when you take advantage of this huge tax incentive designed to encourage investment in specific communities.
- Best strategies for unlocking maximum tax savings for real estate investors and apartment syndicators.
- How you can sell highly appreciated properties in high price areas, and exchange them tax-deferred for high-income properties.

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Tuesday, June 25, 2019

2355 Main Street Suite 130 Irvine, CA

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Meet our Presenter:

Anna Myers: Serves as Vice President at Grocapitus, a commercial real estate investment company in the San Francisco Bay Area. Anna is a modern entrepreneur who applies her 20+ years of experience in technology and business to the finding, analyzing and acquiring of Commercial properties in key markets across the U.S. Together with her business partner Neal Bawa, they approach real estate as data scientists to create compelling profits for 400+ investors.

As the lead underwriter for the company, Anna also teaches deal analysis for Multifamily both monthly via webinars as well as quarterly in Multifamily Boot Camps.
• •
Anna has participated in raising 12 Million dollars for Multifamily Acquisitions in the last 9 months, resulting in over 750+ units purchased. They are on track to close another 750 in the next 9 months and are taking full advantage of Opportunity Zones.

Property portfolio (properties managed, co-owned with investors)
• 216 unit Multifamily, Atlanta, GA
• 174 unit Multifamily, Atlanta GA
• 151 unit Multifamily, Dalton GA
• 134 unit Multifamily, Jacksonville FL
• 114 unit Multifamily, Tucson AZ
• Historic Duplex – Charleston, SC (wholly owned, AirBnB Superhost)
• 3 Cottages – Oakhurst, CA (near Yosemite - AirBnB Superhost)
• 2 townhouses – Portland, OR (wholly owned long term rentals)

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Tuesday, June 25, 2019

2355 Main Street Suite 130 Irvine, CA

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Join our guest speaker, Stefan Schimenes of Investreal, on a discussion about Developing an Opportunity Zone Investment Strategy.

During This Live Webinar, You Will Learn

- The tax benefits of OZ investment

- Various OZ investment strategies

- Where to find Qualified OZ projects

- Aligning your project search with your investment strategy

- How to utilize data to make smart decisions

- Which OZs having promising data

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THURSDAY, JUNE 20th @6 PM PST

CLICK HERE TO REGISTER

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Is This Training For You?

If you are interested in investing in Opportunity Zones, but want to get more information about how to find investment shovel-ready projects, mitigate risks, and make smart data-driven decisions, this webinar will be beneficial.

Also, if you have already realized capital gains or will in the near future and are rushing to beat the 180-day clock for rolling funds into a Qualified Opportunity Zone Fund, this session can empower you will the necessary information to move forward.

Don’t miss out!

MEET OUR PRESENTER

STEFAN SCHIMENES

FOUNDER & CEO

INVESTREAL

Stefan Schimenes is the CEO and founder of InvestReal, a data-driven real estate marketplace that connects developers looking to raise capital for Opportunity Zone projects with investors. The platform also has a robust data analytics component, and utilizes machine learning to help users with research and informed decision making.

Often referred to as a serial entrepreneur, Stefan has a passion for reinvigorating static industries with technology. He has founded several successful startups in Latin America and the US. Additionally, Stefan is no stranger to the concept of disrupting real estate through online marketplaces. When he was the Managing Director of Airbnb in Latin America, he catapulted the company from an unknown brand to the market leader in the region’s hospitality industry. His efforts were integral to helping Airbnb becoming one of the most valuable startups in the world, worth an estimated $31B.

Stefan earned his BA in International Relations from Fundação Armando Alvares Penteado, and an MBA from Fundação Dom Cabral. In his personal time, Stefan works to impact social good on both a local and global scale. He is an active volunteer at his community church, and has participated in relief projects in Africa and South America

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THURSDAY, JUNE 20th @6 PM PST

CLICK HERE TO REGISTER

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Bruce Norris, long-time investor, builder, and hard money lender is actively warning California real estate investors it’s time to start planning. Discover how to spot key warning signs of a downturn and the important actions you need to take as the market transitions.

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Tuesday, June 11th | 12 PM Pacific
CLICK HERE TO REGISTER
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Can’t attend live? No worries! Sign up and get the video replay via email.

WHAT YOU’LL LEARN

- How to spot key warning signs and why Bruce feels we’re in the 8th inning

- Deciding what stays and goes in your portfolio

- Painful mistakes investors tend to make in this part of the cycle

- The key team members you’ll likely need in the next 12 months

- Misconceptions California investors export with them to other states

- And how to plan for your best transition year ever

MEET YOUR PRESENTER:

BRUCE NORRIS
PRESIDENT, THE NORRIS GROUP

Bruce Norris is an active investor, hard money lender, and real estate educator with over 35 years of experience. Bruce has been involved in thousands of real estate transactions as a buyer, seller, builder, and money partner. Bruce is best known for his long-term market timing trends including his “California Comeback” report in 1997 predicting California’s real estate boom and his January 2006 release, “The California Crash,” predicting the foreclosure meltdown.

You can catch him speaking and debating nationally as well as catching his award-winning real estate radio show where he interviews world-renowned economists, government leaders, association presidents, and local experts. Bruce also hosts the series, I Survived Real Estate, which has raised over $860,000 for charity since the event launched in 2008. He was awarded the 2018 Educator of the Year by Think Realty.

Join Neal Bawa for 60 minutes of the most eye opening (and potentially lucrative) real estate learning of your life.

THE "DOUBLE IN 5" METHOD
Discover how multifamily experts consistently double investor money in 5 years, and leverage their approach for your own investments.

LOCATION MASTERY
Real-time location analysis. Thousands of students have been amazed by the elegance and simplicity of Neal's city and neighborhood picking method.

PERSUASIVE FUND RAISING
The most influential charts and stats to show investors, proving the investment is lucrative (and have them asking to give you money before you even ask.)

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Saturday, June 15, 11:15 AM PST
REGISTER HERE
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WHAT THE WORKSHOP WILL BE LIKE

- Follow along as Neal performs a simple series of high speed web demos that will allow you to become an expert on ANY city or ANY neighborhood in the U.S. in just 60 minutes flat.

- Neal will take you on a fascinating and eye opening map-driven journey through the U.S. where you will learn how to use critical metrics like household income, poverty level, and unemployment levels to select cities and neighborhoods, in a graphical, simple to use way.

- Watch in amazement as Neal shows you the path of progress as it flows like a river through a city, visually identifying the best investment locations.

- By the end of the workshop, you will be able to pull up any city in the U.S., and confidently pick the fast growing portions of the city, point out the path of progress, and outline the zero-growth (and negative growth) areas of the city.

- All demos will be performed using free tools that you can access without a subscription.

WHAT OTHERS SAY ABOUT NEAL'S TRAINING

"Neal's presentations are fantastic, always extremely informative, detailed and well organized. He is always happy to share his knowledge and great tips with group members and this is very helpful"
- Peter B

"Neal's presentation was filled with invaluable information that is not readily available to the average investor. Many many hours of research must have gone into this presentation! Thank you guys for sharing it with me!!”
- Carlos Molina

"Super Meetup event. Neal is an expert in real estate and rentals. He is the best teacher I have met in the last 3 decades and he is willing to share his knowledge to all ttendees, including some potential competitors down the road. Thank you, Neal”
- Eugene Sussli

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Saturday, June 15, 11:15 AM PST
REGISTER HERE
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Each workshop is limited to 30 participants

Please do not RSVP unless you are SURE that you are coming.

MFIN: THE ULTIMATE CONFERENCE FOR MULTIFAMILY INVESTING AND NETWORKING

An inspiring lineup of speakers with proven track records for success. Learn from the best and apply everything directly to your business!

June 22, 7:30 AM

Marina del Rey Marriott

4100 Admiralty Way, Marina del Rey, California 90292

Use code NEAL to get $25 off

WHAT CAN MFIN DO FOR YOU?

• Be inspired to take action! We'll provide the tools needed to achieve your goals.
• Escape the status quo and learn how to reach financial freedom through multifamily investing.
• Learn the secrets of success from top industry experts. You'll get a behind-the-scenes look at how syndicators built their businesses.
• Meet other like-minded investors and vendors to expand your network.
• Ask questions and receive feedback from others in a pitch-free, learning-centered environment.
• Rest and recharge at a beautiful venue just a short walk from the ocean. Invest time and energy in taking care of yourself.

Use code NEAL to get $25 off

HURRY! DISCOUNTED TICKETS WILL BE ON SALE UNTIL 4PM PST TODAY !

TO TAKE ADVANTAGE OF THIS OFFER

Event is tonight! 

On Unitek College - Room 113, 4670 Auto Mall Pkwy Fremont, California 94538

RSVP Here: https://www.meetup.com/MFinvestingMeetup/events/lmsscpyzhbcc/